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Enhancing Reporting Efficiency with Personalized Layouts for Hydracore Drills Ltd.

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Personalized Reporting for Hydracore Drills Ltd.

Hydracore Drills Ltd. is a Canadian-based global leader in portable core drilling equipment. To support their international operations, Hydracore relies on Microsoft Dynamics 365 Business Central for managing sales, production, and financial processes.

However, standard Business Central report layouts did not align with their specific data representation needs, branding, or complex calculation requirementsespecially around buyer credit limits. Dynamics 360 partnered with Hydracore to deliver a fixed-price, fixed-scope reporting modernization focused on clarity, personalization, and precise financial control.

Key Optimization Outcomes

Metric Detail Optimization Value
Data Clarity Custom layouts developed for key reports (Sales Orders, Invoices, Quotes). Intuitive Visualization
Complexity Accurate calculation and presentation of reports based on buyer credit limits. Precise Financial Reporting
Branding Incorporation of custom branding elements into all official document layouts. Professional Consistency
Customization Standard reports modified using extensions (AL/RDLC). Enhanced Functionality

THE CHALLENGE

Hydracore Drills Ltd.'s reporting processes were limited by standard Microsoft Dynamics 365 Business Central layouts that did not fit the way their business operates.

01

Aesthetic & Functional Limitations

Default report layouts lacked the detailed structure and visual alignment needed to clearly represent Hydracore's sales and production processes.

02

Lack of Personalization

Reports did not incorporate the personalized layouts or branding elements required for official customer-facing documents.

03

Complex Credit Calculations

The internal team faced challenges accurately calculating and presenting buyer credit-limit based reports, putting financial oversight at risk.

THE SOLUTION

Dynamics 360 executed a focused, fixed-scope project to customize and enhance Hydracore's reporting inside Business Central using AL extensions and RDLC/SSRS layouts.

01

Personalized Report Layouts

Customized Sales Orders, Quotes, Invoices, and other key reports using RDLC/SSRS to match Hydracore's required structure, data visibility, and visual style.

02

AL-Based Functional Extensions

Extended standard Business Central reports via AL extensions, adding new columns and optimizing data presentation for clearer, decision-ready insights.

03

Credit Limit Accuracy

Implemented precise logic for buyer credit-limit based calculations, ensuring accurate financial reporting and improved control across customer accounts.

THE RESULTS & CLIENT TESTIMONY

The personalized reporting solution provided by Dynamics 360 unlocked clearer visibility into Hydracore's sales and production data while strengthening financial control through accurate credit-limit reporting.

Operational Excellence & Continuity

  • Clearer Visualization: Achieved a clear and intuitive visualization of sales processes, production orders, and related data.
  • Optimized Data: Improved visibility enables Hydracore to identify trends and allocate resources more effectively.
  • Informed Decisions: Tailored reports support faster, more informed decision-making across the business.

Strategic Outcomes

  • Program Alignment: Reporting now reflects the way Hydracore actually operates, rather than forcing them into standard layouts.
  • Foundation for Future Growth: The successful go-live and tailored reporting provide a strong base for future enhancements and additional customizations.

"Zaid from Dynamics 360 has been really great to work with on our customizations and company specific templates for Microsoft Business Central. He is easy to work with and very responsive to our needs. We are going live in a few days and will be using his services in the future for additional customizations."

Jeremy Lauzon

President, Hydracore Drills Ltd.

Partner with Dynamics 360

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